Retirement Planning in Challenging Times: SECURE Act, CARES Act, and What’s Coming –
a Pacific Life webinar Your clients may be wondering if they are on target for retirement, especially in light of all of the challenges we’ve experienced in the last year. These challenges may actually provide some unexpected opportunities, however. During this webinar, Steve Parrish will provide insight into retirement planning, focusing on these areas: the SECURE Act, Covid-19 and the CARES Act, Social Security insecurity, potentially new RMD (required minimum distributions) tables, tax uncertainty, and laws and regulations on the horizon, including the SECURE Act 2.0. Steve will walk through how to address some of the issues your clients may be facing (like potentially higher taxes in retirement, economic fluctuations, etc.) and how life insurance may assist with your clients’ retirement planning. We’ll wrap it up with several hypothetical case studies. Please join us as Steve provides his expertise on how to effectively walk your clients through the current retirement planning challenges, and some ideas on how your clients may boost their retirement savings. 12:00 PM ET - Register here.
March 3, 2021
So You Want to Sell Pensions: Part 3 - an American National webinar Join us for part three of a new three-part series, from prospects to plans, and learn how you can build your practice and your bottom line with Business Owner Retirement Plans. We will be covering topics like how to talk to business owners, who makes a good fit for a certain plan type, how to present illustrations to the client, how to set up a plan and start making contributions. 1:00 PM ET - Register here.
Estate Planning - Past, Present and Future - a John Hancock webinar While there is much anticipation of and speculation about what might happen in the future, a lot of what is predicted we have already seen. Join Ana Medinaceli Canelos, Director, as she explores where we have been, looks at the current law and dives into where we might be heading — all with the aim of uncovering the flexible opportunities and solutions we should be focusing on today to better help high-net-worth clients. 2:00 PM ET – Register here.
March 5, 2021
Hybrid life & annuity LTC Training –
a OneAmerica webinar This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC 11:00 AM ET - Register here.
March 10, 2021
Multi-Year Guarantee Annuity Product Training - an American National webinar 11:00 AM ET - Register here.
Fixed Index Annuities Accumulation Solutions –
an AIG webinar 2:00 PM ET - Register here.
March 12, 2021
Care Solutions Deep Dive Series: Stacking Strategy –
a OneAmerica webinar 11:00 AM ET - Register here.
March 17, 2021
Roth 401(k) –
an American National webinar Business Owners are looking for deductions today and tax-free income at retirement. Is that possible? YES! Join American National as we talk about the Modern 401(k) Plan. Learn how you can help your business owner clients save on taxes now and achieve some tax-free income at retirement by utilizing Roth contributions inside a 401(k) plan. We will go over the advantages and special considerations of this plan feature. 1:00 PM ET - Register here.
March 18, 2021
Mutual Income Solutions Training Webinar - Quote and e-Application Processing –
a Mutual / United of Omaha webinar Learn how our improved quote and e-Application process can help your business get issued, and you get paid, faster. 12:00 PM ET - Join the webinar.
March 19, 2021
Hybrid life & annuity LTC Training –
a OneAmerica webinar This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC 11:00 AM ET - Register here.
March 24, 2021
Power Protector Rider Expansion –
an AIG webinar 2:00 PM ET - Register here.
March 26, 2021
Care Solutions Deep Dive Series: The OneAmerica Story –
a OneAmerica webinar 11:00 AM ET - Register here.
April 16, 2021
Hybrid life & annuity LTC Training –
a OneAmerica webinar This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC 11:00 AM ET - Register here.
April 30, 2021
Hybrid life & annuity LTC Training –
a OneAmerica webinar This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC 11:00 AM ET - Register here.
May 14, 2021
Hybrid life & annuity LTC Training –
a OneAmerica webinar This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC 11:00 AM ET - Register here.
May 28, 2021
Hybrid life & annuity LTC Training –
a OneAmerica webinar This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC 11:00 AM ET - Register here.
June 11, 2021
Hybrid life & annuity LTC Training –
a OneAmerica webinar This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC 11:00 AM ET - Register here.
June 25, 2021
Hybrid life & annuity LTC Training –
a OneAmerica webinar This is a live presentation covering all of the OneAmerica Care Solutions options and sales ideas. This session is about 55 minutes and will cover the following details... - Setting up the LTC sale - Covering two individuals under one policy - Lifetime benefits and the advantages - Use of IRA, 401k, 403b to pay for LTC - Guaranteed premiums for LTC - Convert NQ annuities to tax-free for LTC 11:00 AM ET - Register here.